Smithbridge Asset Management Inc Utilities Sector Spdr Transaction History

Smithbridge Asset Management Inc

  • $573 Million
  • Q3 2024

A detailed history of Smithbridge Asset Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 11,970 shares of XLU stock, worth $946,826. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,970
Previous 12,104 1.11%
Holding current value
$946,826
Previous $824,000 17.23%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$67.67 - $80.78 $9,067 - $10,824
-134 Reduced 1.11%
11,970 $966,000
Q2 2024

Jul 19, 2024
BUY
$62.77 - $72.87 $759,768 - $882,018
12,104 New
12,104 $824,000

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Smithbridge Asset Management Inc Portfolio

Follow Smithbridge Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smithbridge Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Smithbridge Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email